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Exponent Wealth LLC

Exponent Wealth LLC. CRD 334968

Exponent Wealth LLC logo

CRD: 334968

Exponent Wealth LLC

Provo, UT
8014591190
www.exponentwealth.com
$31.8M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
4 Employees
25 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
03-27-2025
Office Locations
3

Office Locations

-- Lindon UT
-- Orem UT
-- Provo UT

About Exponent Wealth LLC

Exponent Wealth is a Utah-based RIA delivering boutique, multi-family-office-style planning and portfolio management for an intentionally limited roster of clients, including entrepreneurs and business owners. The firm emphasizes fiduciary alignment and a hands-on investment process spanning ETFs, public equity and fixed income, alongside select alternatives such as private funds and private credit. Custody support includes Charles Schwab and Altruist.

Team overview

29 AVG AGE
$7.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Atlas Delta Delta pioneer Oak Vital vector Optima frontier Legacy Zenith Oak Unison

Client Personas

Peak wave Matrix harbor

Investment Themes

Unison crest Momentum prime Matrix

Investment Vehicles

Value

Services

Radial ridge Optima fusion Harbor legacy Harbor Legacy Pathway Harbor meridian

Owner & Executives

A

Avereigh Layne Clarke

CO-CEO

CRD
#6711221
Ownership
50% but less than 75%
(810) 290-3817
delta.radial@optimacapital.com
in linkedin.com/in/radial-wave
A

Alec L Ferguson

Chief Compliance Officer, CO-CEO

CRD
#5939859
Ownership
50% but less than 75%
(726) 959-1764
alpha.wave@optimacapital.com
in linkedin.com/in/vital-quantum

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Contacts

J

Joseph William Adair

--

CRD
#7069793
(552) 241-3669
meridian.fusion@northcapital.com
in linkedin.com/in/delta-radial
B

Ben Brackett

Wealth Advisor

CRD
#6910752
(864) 584-6482
foundation.summit@elementcapital.com
in linkedin.com/in/alpha-harbor
V

Value harbor

Crest glacier legacy

CRD
#88345
(447) 228-2717
delta.eagle@frontiercapital.com
in linkedin.com/in/zenith-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $29,761,555 --
Non-Discretionary $2,017,034 --
Total $31,778,589 --

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Separately Managed Accounts

Total SMA Asset: $31,778,589

$31.8M Total SMA
Private Funds:
22.5%
Equity - Exchange:
7.5%
Other:
29.6%
Municipal Bonds:
11.8%
U.S. Government/Agency:
13.8%
Cash:
14.8%
Asset class Assets Assets %
Private Funds $1,573,769,967 22.5%
Equity - Exchange $524,589,989 7.5%
Other $2,070,381,823 29.6%
Municipal Bonds $825,354,916 11.8%
U.S. Government/Agency $965,245,580 13.8%
Cash $1,035,190,911 14.8%
Total $6,994,533,186 100.0%

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